Insurance Broker

5 months ago


South Croydon, United Kingdom Access Underwriting Ltd Full time

**WHAT WE PROVIDE**
- A competitive basic salary (£23,000 - £30,000)
- Structured incentive scheme (£2,300 annual OTE performance bonus)
- 23 days Holiday plus Bank Holidays per annum
- A pension scheme.
- A financial support scheme to obtain professional CII qualifications (Cert CII, Dip CII, ACII).
- Regular training, personal development and structured CPD sessions.
- Various “happiness” perk schemes.
- An internal mentoring and support structure.
- A busy and challenging environment.
- Regular social events and the opportunity to participate in fundraising and volunteering. 6 Charity days per annum.
- A genuine desire to see our staff succeed, grow and progress within the company.

Access Insurance is a leading Chartered Insurance Broker for the church, charity, not-for-profit and care sector.

We are growth focussed and expanding rapidly. We are seeking an Insurance Broker to join us.

**ROLE DESCRIPTION**

**PURPOSE OF ROLE**
- Respond to a variety of enquiries from existing policyholders.
- Provide advice and assistance in respect of current policy covers, mid-term adjustments and renewals.
- Review renewals; obtaining quotations, using quotation systems, rating guides or by referring to insurers.
- Communicate quotations, advising the most appropriate in terms of price and cover to meet the clients’ requirements.
- Discuss any additional exposures and covers to ensure that all insurance requirements are satisfied.
- Ensure that system records are created and that the required documentation is issued to clients and insurers.

**DESIREABLE QUALITIES, SKILLS AND EXPERIENCE (in no particular order)**
- An insurance industry background is preferable with a minimum of 2 years being desirable.
- An awareness and understanding of FCA rules and how to comply with them is essential.
- A strong customer service focus.
- A confident telephone manner.
- Strong communication skills, both written and oral with the ability to listen and engage with people.
- Good numeracy and analytical skills.
- Robust administration skills and the ability to work accurately and consistently.
- Willingness to challenge assumptions and the ability to think “outside the box”.
- An ability to work as part of a team and the ability to use your own initiative and manage your own workload.
- Preferably qualified to a minimum of Cert CII but this is not compulsory.
- Motivated to study for Industry exams.

**Job Types**: Permanent, Full-time

**Salary**: £23,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Store discount
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Experience**:

- insurance: 1 year (required)

Work Location: Hybrid remote in SOUTH CROYDON

Reference ID: CMT-Nov23


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